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Hello,
I would like to suggest an improvement for the Outlook Integration Extension.
Currently, contacts have to be pushed manually in order to be synchronized with Outlook. This becomes quite cumbersome when dealing with a large number of contacts, newly created contacts, or updates to existing contacts.
Our Field Service Team would benefit greatly from an automatic synchronization mechanism. Ideally, the following behavior would be implemented:
Proposed Behavior
1. Automatic Sync on Create/Update
When a contact is created or updated in EspoCRM, it should automatically be synchronized with the Outlook account of the assigned user (if the user has linked their Outlook account).
2. Initial Sync After Linking Outlook
When a user links their Outlook account in EspoCRM, an initial synchronization should run automatically. This sync would push all contacts where the user is the assigned user to their Outlook contacts.
3. Handling Assigned User Changes
If the assigned user of a contact changes:
- the contact should be removed from the previous user's Outlook contacts
- the contact should be added to the new assigned user's Outlook contacts (if Outlook is linked)
4. Handling Contact Deletion
If a contact is deleted in EspoCRM, the corresponding contact should also be removed from the user's Outlook contacts.
Sync Direction
The synchronization should be one-way only (EspoCRM → Outlook) to avoid conflicts and unintended overwrites.
Optional User Setting
Ideally, this automatic synchronization should be configurable per user (e.g. a toggle to enable or disable automatic contact syncing).
This would significantly improve the workflow for our Field Service Team, as they rely heavily on up-to-date contact information in Outlook while working in the field.
I believe this feature could also be useful for many other EspoCRM users. Therefore, I would kindly ask you to consider implementing such functionality.
Thank you for your great work on EspoCRM.
I would like to suggest an improvement for the Outlook Integration Extension.
Currently, contacts have to be pushed manually in order to be synchronized with Outlook. This becomes quite cumbersome when dealing with a large number of contacts, newly created contacts, or updates to existing contacts.
Our Field Service Team would benefit greatly from an automatic synchronization mechanism. Ideally, the following behavior would be implemented:
Proposed Behavior
1. Automatic Sync on Create/Update
When a contact is created or updated in EspoCRM, it should automatically be synchronized with the Outlook account of the assigned user (if the user has linked their Outlook account).
2. Initial Sync After Linking Outlook
When a user links their Outlook account in EspoCRM, an initial synchronization should run automatically. This sync would push all contacts where the user is the assigned user to their Outlook contacts.
3. Handling Assigned User Changes
If the assigned user of a contact changes:
- the contact should be removed from the previous user's Outlook contacts
- the contact should be added to the new assigned user's Outlook contacts (if Outlook is linked)
4. Handling Contact Deletion
If a contact is deleted in EspoCRM, the corresponding contact should also be removed from the user's Outlook contacts.
Sync Direction
The synchronization should be one-way only (EspoCRM → Outlook) to avoid conflicts and unintended overwrites.
Optional User Setting
Ideally, this automatic synchronization should be configurable per user (e.g. a toggle to enable or disable automatic contact syncing).
This would significantly improve the workflow for our Field Service Team, as they rely heavily on up-to-date contact information in Outlook while working in the field.
I believe this feature could also be useful for many other EspoCRM users. Therefore, I would kindly ask you to consider implementing such functionality.
Thank you for your great work on EspoCRM.